A detailed history of Executive Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 1,245 shares of XLK stock, worth $287,756. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,245
Previous 1,245 -0.0%
Holding current value
$287,756
Previous $281,000 -0.0%
% of portfolio
0.02%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$197.34 - $237.68 $21,312 - $25,669
108 Added 9.5%
1,245 $281,000
Q2 2024

Aug 08, 2024

BUY
$192.53 - $231.41 $31,767 - $38,182
165 Added 16.98%
1,137 $257,000
Q1 2024

May 13, 2024

BUY
$184.12 - $211.02 $178,964 - $205,111
972 New
972 $202,000
Q3 2019

Oct 30, 2019

BUY
$79.69 - $81.76 $1,275 - $1,308
16 Added 4.78%
351 $28,000
Q2 2019

Aug 01, 2019

BUY
N/A
1 Added 0.3%
335 $26,000
Q4 2018

Feb 19, 2019

BUY
N/A
334 New
334 $21,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.